Fund HoldingsNICHOLS & PRATT ADVISERS LLP /MA

Total Portfolio Value
$1.49B
Total Bought
$120.18M
Total Sold
$27.30M
Net Transaction
+$92.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)184,761185,377+61669,52292,0776.18%+22,556
ALPHABET INC CL C0476,024+476,024084,4195.66%+84,419
INTUIT INC(INTU)49,48949,394-9530,38538,8732.61%+8,488
AMAZON.COM INC(AMZN)193,981196,116+2,13536,94143,0462.89%+6,104
CATERPILLAR INC(CAT)69,89570,315+42023,05127,2971.83%+4,246
FASTENAL CO(FAST)568,0591,140,258+572,19944,05647,9813.22%+3,925
NVIDIA CORP(NVDA)29,34039,340+10,0003,1806,2150.42%+3,035
SYNOPSYS INC(SNPS)10,30013,061+2,7614,4326,7150.45%+2,283
QUALCOMM INC(QCOM)159,500165,334+5,83424,49726,3321.77%+1,836
MASTERCARD INC CL A(MA)145,181144,791-39079,58381,4095.46%+1,826
KINDER MORGAN INC1,803,0861,811,418+8,33251,44953,1723.57%+1,723
RENTOKIL INITIAL PLC SPONS ADR(RTO)800,103823,231+23,12818,33119,7791.33%+1,448
STRYKER CORPORATION(SYK)50,42350,708+28518,78220,0741.35%+1,293
GE AEROSPACE(GE)24,06923,482-5874,8176,0440.41%+1,227
CISCO SYSTEMS INC(CSCO)192,068188,305-3,76311,85313,0640.88%+1,212
JP MORGAN CHASE & CO(JPM)22,16222,797+6355,4366,6090.44%+1,173
ISHARES CORE S&P SMALL-CAP ETF09,280+9,28001,0150.07%+1,015
GE VERNOVA LLC(GEV)3,9543,934-201,2072,0820.14%+875
TJX COS INC(TJX)397,627398,637+1,01048,45849,2783.31%+821
EMERSON ELEC CO(EMR)35,38735,117-2703,8804,6820.31%+802
STATE STREET CORP(STT)49,51248,862-6504,4335,1960.35%+763
ISHARES CORE MSCI EAFE ETF09,000+9,00007510.05%+751
LOWES COS INC(LOW)02,850+2,85006320.04%+632
NOVO NORDISK AS SPONS ADR(NVO)481,314492,056+10,74233,37533,9902.28%+615
AUTOMATIC DATA PROCESSING INC314,355313,132-1,22396,06496,6046.48%+540
MORGAN STANLEY(MS)1,9455,445+3,5002277670.05%+540
COSTCO WHOLESALE CORP NEW4,8145,139+3254,5535,0870.34%+534
VISA INC CL A(V)7,4078,699+1,2922,5963,0890.21%+493
BLACKROCK INC(BLK)0415+41504350.03%+435
EATON CORP PLC(ETN)01,176+1,17604200.03%+420
PALO ALTO NETWORKS INC(PANW)02,050+2,05004200.03%+420
LINDE PLC(LIN)57,83158,221+39026,92827,3191.83%+391
RESTAURANT BRANDS INTERNATIONAL INC(QSR)35,86841,873+6,0052,3912,7790.19%+387
UNION PAC CORP(UNP)4,5386,238+1,7001,0721,4350.10%+363
RTX CORPORATION(RTX)21,25721,25702,8163,1040.21%+288
INTL. BUSINESS MACHINES CORP(IBM)7,9587,608-3501,9792,2430.15%+264
META PLATFORMS INC CL A(META)0350+35002580.02%+258
ISHARES CORE S&P MID-CAP ETF04,000+4,00002480.02%+248
ECOLAB INC(ECL)15,22015,230+103,8594,1040.28%+245
KEYSIGHT TECHNOLOGIES INC(KEYS)9,88010,495+6151,4801,7200.12%+240
BROADCOM INC(AVGO)2,9772,677-3004987380.05%+239
SALESFORCE INC2,3153,115+8006218490.06%+228
AMERICAN EXPRESS CO(AXP)0650+65002070.01%+207
DANAHER CORP(DHR)6,8848,084+1,2001,4111,5970.11%+186
ALPHABET INC CL A8,4958,49501,3141,4970.10%+183
CHUBB LTD4,2104,925+7151,2711,4270.10%+155
NOVARTIS AG SPONSORED ADR17,42217,237-1851,9422,0860.14%+144
CVS HEALTH CORP(CVS)102,312102,428+1166,9327,0670.47%+135
AT&T INC(T)17,50921,091+3,5824956100.04%+115
SOUTHERN COMPANY(SO)184,767186,110+1,34316,98917,0911.15%+102
SHOPIFY INC CL A(SHOP)4,6684,66804465380.04%+93
SPDR S&P 500 ETF TRUST1,4861,48608319180.06%+87
ABBOTT LABS33,72733,477-2504,4744,5530.31%+79
3M CO16,19016,125-652,3782,4550.16%+77
SERVICENOW INC(NOW)33033002633390.02%+77
ALNYLAM PHARMACEUTICALS INC(ALNY)1,0431,04302823400.02%+58
S&P GLOBAL INC(SPGI)2,9622,96201,5051,5620.10%+57
SHERWIN WILLIAMS CO(SHW)9,0639,288+2253,1663,2070.22%+40
CINTAS CORP(CTAS)1,4251,42502933180.02%+25
ISHARES CORE S&P 500 ETF37737702122340.02%+22
ACADEMY SPORTS & OUTDOORS INC(ASO)8,4008,900+5003884090.03%+21
WELLS FARGO & CO(WFC)6,2005,700-5004454570.03%+12
WW GRAINGER INC(GWW)21121102082190.01%+11
ADOBE INC1,5031,50305765810.04%+5
WOODSIDE ENERGY GROUP LTD SPONS ADR(WDS)157,845148,497-9,3482,2882,2920.15%+4
HOME DEPOT INC(HD)1,2371,23704534540.03%0
ILLINOIS TOOL WKS INC(ITW)95095002362350.02%-1
UNUM GROUP(UNM)3,2703,27002662640.02%-2
SOLVENTUM CORP4,3004,257-433273230.02%-4
BHP GROUP LTD SPONS ADR72,28072,655+3753,5093,4950.23%-14
AFLAC INC(AFL)2,4402,44002712570.02%-14
SYSCO CORP(SYY)17,37517,025-3501,3041,2890.09%-14
ISHARES RUSSELL 2000 ETF1,7121,502-2103423240.02%-17
NEXTERA ENERGY INC3,3373,037-3002372110.01%-26
MCDONALDS CORP(MCD)1,3001,30004063800.03%-26
INTEL CORP(INTC)77,84377,578-2651,7681,7380.12%-30
MARSH & MCLENNAN COMPANIES INC(MRSH)1,2771,27703122790.02%-32
COLGATE PALMOLIVE CO(CL)8,4007,965-4357877240.05%-63
CHEVRON CORPORATION(CVX)4,1884,18807016000.04%-101
AMGEN INC(AMGN)3,0843,047-379618510.06%-110
AIR PRODUCTS & CHEMICALS INC48,02649,650+1,62414,15314,0300.94%-123
GENERAL MLS INC(GIS)5,9554,405-1,5503562280.02%-128
MCCORMICK & CO INC(MKC)45,09246,877+1,7853,7113,5610.24%-150
EXPEDITORS INTL WASH INC(EXPD)14,57113,966-6051,7521,5960.11%-157
BRISTOL MYERS SQUIBB CO(BMY)12,14512,14507415620.04%-179
SCHLUMBERGER LTD(SLB)5,8640-5,8642450-245
MEDTRONIC PLC156,386157,769+1,38314,03113,7800.92%-251
WATERS CORP(WAT)8,5278,242-2853,1412,8780.19%-264
COCA COLA CO(KO)442,722443,522+80031,70931,3852.11%-324
PFIZER INC(PFE)47,98533,999-13,9861,2168240.06%-392
ABBVIE INC(ABBV)25,36424,764-6005,3124,6000.31%-712
EXXON MOBIL CORP76,84276,439-4039,1398,2400.55%-899
ALCON INC174,370175,865+1,49516,50015,5441.04%-956
VERIZON COMMUNICATIONS764,566776,614+12,04834,68233,6262.26%-1,055
IQVIA HOLDINGS INC(IQV)111,188112,919+1,73119,56617,8341.20%-1,732
THERMO FISHER SCIENTIFIC INC(TMO)27,76029,202+1,44213,81011,8470.79%-1,963
ACCENTURE PLC CL A67,92963,779-4,15021,19719,0661.28%-2,131
GLOBAL PAYMENTS INC99,79792,130-7,6679,7737,3800.50%-2,393
BERKSHIRE HATHAWAY INC-CL B67,15467,102-5235,76532,5982.19%-3,167
PROCTER & GAMBLE CO(PG)372,231373,300+1,06963,44059,5363.99%-3,904
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